Let's bust some retirement planning myths!
Jun
4
6:30 PM18:30

Let's bust some retirement planning myths!

  • Community Resource Federal Credit Union (map)
  • Google Calendar ICS

Have you heard this one before? "My expenses will be lower in retirement, so I don't need to save as much now", or what about, " I will only have to look after myself in retirement." Well... are these retirement myths or facts? We will spend some time debunking retirement myths and help you to figure out the answer to the simple question that you've been asking yourself: "Am I ready to retire?"

Speaker: Darren J. Leader, CFA
Director of Research & Financial Planning, Simmons Capital Group

A free personalized social security analysis will be offered to those that attend this free workshop.

RSVP Limited Seats Available!

View Event →
Maximize your Social Security:  Do You Know all Your Options
May
7
6:30 PM18:30

Maximize your Social Security: Do You Know all Your Options

  • Community Resource Federal Credit Union (map)
  • Google Calendar ICS

Speaker Audra K. Higgins, Partner/COO Simmons Capital Group

Timing is everything!  Social security is a pivotal component to your decision making and confidence regarding your income in retirement.  This session will go over the basics of social security, including the impacts of working in retirement, timing of benefits filing and how life changes can impact and sometimes add benefits.  Whether you are single, married, divorced or widowed, there are certain strategies you can use to give you more benefits over your lifetime.

 A free personalized social security analysis will be offered to those that attend.

RSVP to the FREE workshop using the button below. Limited Seats Available!

Brought to you by:

NEW_CRFCU-BrandMarkStacked-Alternate.png
New+Simmons+logo-2.png
TR_ACAL_Blue-Fill.jpg
View Event →
Boom and Bust: What Happens If My Company Can't Pay My Pension
Jan
31
1:00 PM13:00

Boom and Bust: What Happens If My Company Can't Pay My Pension

Your pension is crucial to your retirement security. But what happens to your pension benefit if your company goes bankrupt? What does it mean for you if your company has a large shortfall in pension funding? Will you still get your pension? Will it be reduced? Join us to learn about the protections that exist for your pension benefit and how your pension should fit into your ‘big picture’ financial plan.

This is an online workshop

Register for the free workshop here: https://www.crowdcast.io/e/xk693gt7

View Event →
Socially Responsible Investing: Aligning your investments with your values
Jan
24
6:30 PM18:30

Socially Responsible Investing: Aligning your investments with your values

Love hearing about the wind farms being built or about the newest electric car to hit the market? Seems really intimidating to get involved in such huge scale projects… but maybe not.

Worried that the companies you’re investing in, or want to invest in, might using child labor or aren’t as eco-friendly as you thought? How do you find companies that align with your values?

Learn how to put your money where your mind is with this workshop on Socially Conscious Investing with Darren Leader from Simmons Capital Group. Investing consciously should not only be for the lucky few. Plus, you should be really proud of what you’re investing in. Isn’t it time that we started to care how profits are made, and not just how much profit is made?

Register to attend this free workshop:

Name *
Name
Phone
Phone
I am registering for the
View Event →
Boom and Bust: What Happens If My Company Can't Pay My Pension
Jan
16
8:00 PM20:00

Boom and Bust: What Happens If My Company Can't Pay My Pension

Your pension is crucial to your retirement security. But what happens to your pension benefit if your company goes bankrupt? What does it mean for you if your company has a large shortfall in pension funding? Will you still get your pension? Will it be reduced? Join us to learn about the protections that exist for your pension benefit and how your pension should fit into your ‘big picture’ financial plan.

This is an online workshop

Register for the free workshop here: https://www.crowdcast.io/e/6ut8pqlh

View Event →
Adulting After College: How to Hunt for & Negotiate Your First Job Offer
Jan
8
6:30 PM18:30

Adulting After College: How to Hunt for & Negotiate Your First Job Offer

Are you getting ready to leave college and are scouting out your real first job? Join our free class to learn all about how to negotiate your first job offer. What, you didn’t know you can negotiate your paid time off and other benefits? Not to mention your salary. We’ll also be covering how to really network like a pro and not make any mistakes in the process. (hint, hint… you can take that summer ice cream job from high school off your LinkedIn).

This workshop is led by Suzanne O’Connor of Sienna College and Darren Leader of Simmons Capital Group.

Workshop is free to attend, please register using the form below.

Name *
Name
Phone
Phone
I'm Registering for the
View Event →
Boom and Bust:  What Happens If My Company Can't Pay My Pension
Dec
3
6:30 PM18:30

Boom and Bust: What Happens If My Company Can't Pay My Pension

  • Town of Ballston Community Library (map)
  • Google Calendar ICS

Your pension is crucial to your retirement security. But what happens to your pension benefit if your company goes bankrupt? What does it mean for you if your company has a large shortfall in pension funding? Will you still get your pension? Will it be reduced? Join us to learn about the protections that exist for your pension benefit and how your pension should fit into your ‘big picture’ financial plan.

*Please Register by calling the Library, or going directly to the Library Event Calendar.

Hosted by Simmons Capital Group

View Event →
When to Take Social Security
Nov
29
7:00 PM19:00

When to Take Social Security

  • Town of Ballston Community Library (map)
  • Google Calendar ICS

Timing is everything! Social security is a vital component to your decision making regarding your income in retirement. This session will go over the basics of social security, including the impacts of working in retirement, timing of benefits filing and how life changes can impact and sometimes add benefits.

A free personalized social security analysis will be offered to those that attend.

*Please register by calling the Library, or going directly to the Library Event calendar.

View Event →
Boom and Bust: What happens if my company can’t pay my pension?
Nov
14
6:30 PM18:30

Boom and Bust: What happens if my company can’t pay my pension?

Your pension is crucial to your retirement security. But what happens to your pension benefit if your company goes bankrupt? What does it mean for you if your company has a large shortfall in pension funding? Will you still get your pension? Will it be reduced? Join us to learn about the protections that exist for your pension benefit and how your pension should fit into your ‘big picture’ financial plan.

View Event →
Every Man's Philanthropy - How to Overcome saying, "I'd love to give, but..."
Nov
8
6:30 PM18:30

Every Man's Philanthropy - How to Overcome saying, "I'd love to give, but..."

This session will share ways to realize your philanthropic goals while simultaneously helping to reduce taxes, increase estate values, provide lifetime incomes, and protect beneficiaries.  

We will uncover some of the ways to use forgotten resources, leverage appreciated assets, old insurance policies and utilize investment vehicle solutions with legal entities (like trusts), to efficiently achieve your charitable giving goals while not adversely impacting your plans for and in retirement.

View Event →
Boom & Bust - What Happens if My Company Can't Pay My Pension
Nov
7
6:30 PM18:30

Boom & Bust - What Happens if My Company Can't Pay My Pension

Your pension is crucial to your retirement security.  But what happens to your pension benefit if your company goes bankrupt?  What does it mean for you if your company has a large shortfall in pension funding?  Will you still get your pension?  Will it be reduced?  Join us to learn about the protections that exist for your pension benefit and how your pension should fit into your ‘big picture’ financial plan. 

View Event →
Boom and Bust: What happens if my company can’t pay my pension?
Oct
24
6:30 PM18:30

Boom and Bust: What happens if my company can’t pay my pension?

Your pension is crucial to your retirement security. But what happens to your pension benefit if your company goes bankrupt? What does it mean for you if your company has a large shortfall in pension funding? Will you still get your pension? Will it be reduced? Join us to learn about the protections that exist for your pension benefit and how your pension should fit into your ‘big picture’ financial plan.

View Event →
Impacting Our Communities:  Inspired Stores of Who and How We Serve
Oct
23
6:00 PM18:00

Impacting Our Communities: Inspired Stores of Who and How We Serve

Impacting Our Communities: Inspired stories of who and how we serve

Featured Presentation: Creative Philanthropy - Audra K. Higgins, Partner/COO, Simmons Capital Group

When: Tuesday October 23rd From 6pm to 7pm

Where: Captain CHS, 5 Municipal Plaza Suite 3, Clifton Park, NY 12065

RSVP by October 15th by Calling 518-399-4624 or email ava@captaincares.org or by clicking here.

This session will share ways to realize your philanthropic goals while simultaneously helping to reduce taxes, increase estate values, provide lifetime incomes, and protect beneficiaries.

We will uncover some of the ways to use forgotten resources, leverage appreciated assets, old insurance policies and utilize investment vehicle solutions with legal entities (like trusts), to efficiently achieve your charitable giving goals while not adversely impacting your plans for and in retirement.

View Event →
Boom & Bust - What Happens if My Company Can't Pay My Pension
Oct
9
6:30 PM18:30

Boom & Bust - What Happens if My Company Can't Pay My Pension

Your pension is crucial to your retirement security.  But what happens to your pension benefit if your company goes bankrupt?  What does it mean for you if your company has a large shortfall in pension funding?  Will you still get your pension?  Will it be reduced?  Join us to learn about the protections that exist for your pension benefit and how your pension should fit into your ‘big picture’ financial plan. 

View Event →
Boom and Bust: What happens if my company can’t pay my pension?
Oct
3
6:30 PM18:30

Boom and Bust: What happens if my company can’t pay my pension?

Your pension is crucial to your retirement security. But what happens to your pension benefit if your company goes bankrupt? What does it mean for you if your company has a large shortfall in pension funding? Will you still get your pension? Will it be reduced? Join us to learn about the protections that exist for your pension benefit and how your pension should fit into your ‘big picture’ financial plan.

View Event →
Long Term Care: Strategies and Funding Solutions
Sep
18
7:00 PM19:00

Long Term Care: Strategies and Funding Solutions

Would you be shocked to know that 70% of all of us over age 65 will need long-term care?  As we all are finding ourselves caring for aging parents, it is vital to stay informed on the various financial planning options to address the rising costs of long-term care.  This class will review some basics of long-term care, funding options and hybrid strategies being used today.


Whether you are still working, planning for retirement or in retirement, this class will help clarify what expenses you may encounter in later years and how you may want to begin planning to protect your assets and take control the type of care you wish to receive.
 

View Event →
Boom & Bust - What Happens if My Company Can't Pay My Pension?
Sep
18
6:30 PM18:30

Boom & Bust - What Happens if My Company Can't Pay My Pension?

Your pension is crucial to your retirement security.  But what happens to your pension benefit if your company goes bankrupt?  What does it mean for you if your company has a large shortfall in pension funding?  Will you still get your pension?  Will it be reduced?  Join us to learn about the protections that exist for your pension benefit and how your pension should fit into your ‘big picture’ financial plan. 

View Event →